meta_pixel
Tapesearch Logo
Log in
CNBC's "Fast Money"

Nvidia’s GTC Conference Underway… And When To Buy The Dip 3/16/26

CNBC's "Fast Money"

CNBC

Investing, News, Business

3.91.3K Ratings

🗓️ 16 March 2026

⏱️ 43 minutes

🧾️ Download transcript

Summary

All eyes on Nvidia, as the chip giant kicks off its GTC conference. The next-gen GPU’s investors are waiting to hear about, and what it means for the stock’s next move. Plus Stocks rallying to start the week, as oil pulls back on the latest developments out of Iran. What a top market strategist needs to see before buying the dip, and the areas of the market where he’d put new money to work. Fast Money Disclaimer

Transcript

Click on a timestamp to play from that location

0:00.0

Live in the NASAC market site in the heart of New York City's Times Square, this is fast money.

0:06.4

Here's what's on tap tonight.

0:07.8

Envidia in the spotlight shares ending the day higher as the semi-giant's GTC developers conference gets underway.

0:13.9

All the headlines from Jensen Huang's keynote and how to trade the stock now.

0:17.6

In a big week for central banks, the Fed, ECB, Bank of England and Bank of Japan, all holding

0:22.1

meetings in the next few days. What stage will they set for the economy and the markets will

0:26.0

debate that? Plus, meta melts up, but the chartmaster says sell. Bitcoin bounces back

0:31.7

toward a key level and the lowdown on Lulu, shares of the F-leisure maker breaking their longest-ever

0:37.2

losing streak as it gets ready to report earnings. Will tomorrow's numbers help the stock stretch higher? Oh, boy. I'm Melissa Lee. Come to you laugh at the NASA. I found the death tonight. Tim Seymour, Karen Feinerman, Dan Nathan, and Guy Adami. We start off at the latest out of NVIDIA's GTC. The Chip Giants closely watched Developers developers conference, shares ending the day higher by more than a percent and a half, though had been

0:58.6

up nearly 5 percent at the highs after CEO Jensen Wong said he expects Blackwell and Vera

1:03.6

Rubin purchase orders to reach $1 trillion, at least $1 trillion through 2027.

1:08.5

For all the key takeaways, let's get to Christina Parks and and Devils, who is on the ground in San Jose.

1:12.7

Christina.

1:14.8

Yeah, the CEO, Jensen Wong, speaking for two hours and 15 minutes straight.

1:19.4

And markets liked what they initially heard.

1:21.1

That's how you saw the stock pop 5% at first.

1:23.1

But the CEO now saying he's certain demand will exceed $1 trillion through 2027.

1:28.3

But shares actually gave back most of its initial jump.

1:31.3

That number largely matched what by-side investors were already expecting.

1:35.3

It didn't really show an acceleration in growth either for 2026,

1:39.3

in 2027, I should say.

1:41.3

On the products front, the GROC 3, a new chip designed specifically to make AI faster at generating responses,

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.